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Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $331,570 | $79,523+316.9% | $140,019+136.8% | $56,289+489.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | 2.80% | 2.39%+0.4pp | 651.17%-648.4pp | -9.96%+12.8pp |
| Employer contribution / active EE | $18,423 | $3,350+449.9% | $5,605+228.7% | $2,111+772.7% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |